|
26
|
Oppenheimer & Co
New York
|
$305K
|
–
|
–
|
–
|
|
|
27
|
SeaCrest Wealth Management
Purchase,
New York
|
$279K
|
+$2.71K
|
+343
|
+1%
|
|
|
28
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$263K
|
–
|
–
|
–
|
|
|
29
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$237K
|
–
|
–
|
–
|
|
|
30
|
Courier Capital
Buffalo,
New York
|
$230K
|
+$132K
|
+16,760
|
+138%
|
|
|
31
|
Tompkins Financial
Ithaca,
New York
|
$229K
|
–
|
–
|
–
|
|
|
32
|
Verity Asset Management
Durham,
North Carolina
|
$225K
|
+$1.79K
|
+227
|
+0.8%
|
|
|
33
|
Jones Financial Companies
Des Peres,
Missouri
|
$223K
|
+$100K
|
+12,670
|
+83%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$223K
|
–
|
–
|
–
|
|
|
35
|
Graney & King
Latham,
New York
|
$209K
|
-$13.7K
|
-1,729
|
-6%
|
|
|
36
|
Private Advisor Group
Morristown,
New Jersey
|
$207K
|
–
|
–
|
–
|
|
|
37
|
Boston Family Office
Boston,
Massachusetts
|
$197K
|
–
|
–
|
–
|
|
|
38
|
Mercer Global Advisors
Denver,
Colorado
|
$196K
|
+$194K
|
+24,537
|
New
|
|
|
39
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$193K
|
–
|
–
|
–
|
|
|
40
|
J.W. Cole Advisors
Tampa,
Florida
|
$181K
|
+$179K
|
+22,656
|
New
|
|
|
41
|
Boston Partners
Boston,
Massachusetts
|
$180K
|
+$180K
|
+22,815
|
New
|
|
|
42
|
Flynn Zito Capital Management
Garden City,
New York
|
$175K
|
-$34.6K
|
-4,386
|
-17%
|
|
|
43
|
Mayport LLC
Newton,
Massachusetts
|
$166K
|
–
|
–
|
–
|
|
|
44
|
Equitable Holdings
New York
|
$158K
|
+$513
|
+65
|
+0.3%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$151K
|
-$19.7K
|
-2,500
|
-12%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$146K
|
+$474
|
+60
|
+0.3%
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$144K
|
+$116K
|
+14,642
|
+421%
|
|
|
48
|
Howe & Rusling
Rochester,
New York
|
$136K
|
–
|
–
|
–
|
|
|
49
|
Painted Porch Advisors
Santa Barbara,
California
|
$132K
|
+$131K
|
+16,541
|
New
|
|
|
50
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$129K
|
+$6.71K
|
+850
|
+6%
|
|
